Senior Investment Business Analyst (Finance)
JOB SUMMARY
Senior Investment Business Analysts are responsible for bridging the gap between business needs and technology solutions. This position is responsible for business analysis, requirements gathering, solution testing, functional management, and support of the investment systems infrastructure. The Senior Investment Business Analyst leads and participates in projects and processes that enhance and modify current and future investment systems, interfaces, and data.
ESSENTIAL FUNCTIONS
- Analyzes investment systems users' current workflows for Business Process Improvements, including identification of functionality gaps, improvement opportunities, requirements gathering, testing, and implementation support
- Liaises between business users, technical teams, and software vendors to translate user requirements into clear, detailed functional requirements that align with business goals and requirements
- Partners with technical teams to understand software options, limitations, costs, and risks. Utilize this knowledge to design, manage, and document functional specifications, use cases, test plans, training aids, and deployment plans in support of development and project initiatives
- Supports project managers in planning, monitoring, and progress reporting to ensure timely solution delivery
- Assists with the planning and testing of system implementations and upgrades
- Identifies and mitigates risks and issues, proactively resolving obstacles to keep projects on track
- Serves as subject matter expert by researching and resolving complex data, functional, and operational issues within the investment systems. Serves as a data steward to ensure accuracy and completeness of data within those systems.
- Creates and modifies reports to assist with investment analysis, reconciliations, and system performance
- Partners with technical teams to understand software options, limitations, costs, and risks. Utilizes this knowledge to develop effective requirements and test plans.
- Creates and modifies functionality for expanded investment capabilities, data flows, and user configurations within the order management system (LongView)
- Communicates effectively with business and technical staff, consultants, and vendors
- Maintains up-to-date documentation, procedures, and policies
- Carries out other duties as assigned
QUALIFICATIONS
- Bachelor's degree in Business, Finance or Information Systems or equivalent; seven years of business analyst experience within Investment Operations or Investment Systems; or equivalent combination of education and experience
- Advanced knowledge of public and private market investment instruments and software such as Aladdin, Bloomberg, and LongView. Experience with Snowflake and Power BI preferred.
- Experience creating documentation such as business requirements, visual diagrams of processes, test cases, and implementation plans
- Strong experience working/interacting with cross-functional teams including both non-technical end users and IT development staff; experience solving technical and business-related challenges
- Knowledge of relational database applications and data mining capabilities, software development and system implementation, report writing and query tools, and project management software
- Knowledge of business processing modeling and business analysis methodologies (e.g., Agile, Waterfall)
- Strong project management skills with prior experience leading and facilitating projects
- Demonstrated ability to succinctly communicate complex business and technical information to various stakeholders
- Excellent interpersonal skills including customer service, leadership, training, and conflict management skills
- Effective oral, written, and presentation communication skills
WORKING CONDITIONS
- Standard office environment with frequent telephone communication, computer operation, and other office productivity machinery, such as a copy and printer machine.
- All employees are expected to present themselves in a professional manner in alignment with the financial services industry
HYBRID WORK OPTION
- Opportunity to work from home up to three days per week. Eligibility dependent upon factors detailed in PERA's Work from Home Policy.
JOB DESCRIPTION DISCLAIMER:
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of an employee. Duties, responsibilities, and activities may change or new ones may be assigned with or without notice.
Unfortunately, at this time, we cannot consider candidates that require sponsorship (now or in the future), or are located outside of the US.
All Colorado PERA employees are subject to PERA's Ethics Policy and some employees are subject to the Personal Trading Policy. These policies include restrictions on outside business activities and employment and have certain requirements on personal trading. You may request copies of these policies from PERA's talent acquisition team and any questions can be answered by PERA's Investment Administration team.
INTERESTED CANDIDATES
Complete the employment application online at https://www.copera.org/careers. Please have copies of your resume and cover letter available to upload. Please review the following questions. You will be asked for a response to these as part of your application:
- Describe your approach to business analysis. What methods have you found most and least effective?
- How do you create and execute thorough test plans? What are the critical components for success?
- How do you bridge communication gaps between business users, technical staff, and vendors?
- Describe your experience with SQL queries, Power BI, and Jira.
ABOUT COLORADO PERA
Looking for a career where you can make a difference? Colorado PERA offers benefit services to public employees across Colorado, including teachers, state troopers, snowplow drivers, correctional officers and many others who provide valuable services. As Colorado's largest pension plan, we serve and educate over 700,000 members who are former and current public employees.
At PERA you will earn more than a paycheck. PERA is a culture where you can grow your potential and work in an inclusive environment, where diverse perspectives are valued. We hire exceptional employees and recognize that our people are our best asset. Not only do we make sound investments for our members, PERA invests in our employees' growth through training and leadership opportunities.
To promote wellbeing, we offer hybrid or flexible working options for most roles and a total rewards and benefit program including health, dental and vision coverage - eligibility starts the first day of the month following the date of hire for most plans; generous paid time off and volunteer hours; pension and retirement plans, including PERA's defined benefit plan, 457 defined contribution plan, and 401(k) employer match, as applicable; tuition assistance; free, convenient on-site parking or RTD subsidy; free on-site fitness center to stay active; employee assistance program; training, leadership and mentoring programs and more. PERA is a Public Service Loan Forgiveness qualifying employer.
To learn more about life at PERA, watch this video or visit www.copera.org/careers.
Position Title: Senior Investment Business Analyst
Division: Investments Operations
Reports to: Director of Investment Operations
Job Status: Full Time / Exempt
Salary: $140,000.00 to $160,000.00 Annual, Commensurate with experience
Posting Dates: 06/06/2025 to 06/22/2025
